Goals

Setting goals is a key feature of a sales CRM. It enables the sales team to visualize company or team objectives and assess the progress of each member based on individual or team goals.

Goals can be assigned to individuals or teams, and they can track the following activities:

Leads
Deals
Quotes
Sales Orders

In this guide, we will show you how to create a goal.

1. Click on "Goals"

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2. Click on "Add New Goal"

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3. Create a "Goal Name"

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4. Select a "Goal Type"

There are two kinds of goal types:

Member/ Sales rep goals
Team goals

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5. Select the "Members Assigned to the Goal"

A goal can be assigned to more than one member/sales rep or teams.

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6. Add a "Goal Description"

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7. Select what the "Goal Measurement"

What is the goal objective that will be measured

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8. Enter the "Goal Value"

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9. Customize the goal color

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10. Select a "Goal Icon"

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11. Click "Create Goal"

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12. Goals

Goals will be tracked here and can be viewed from the main dashboard , lead, and quote module widgets when they are added.

Learn more about dashboard

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